See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,831 | $159,602-70.7% | $150,045-68.8% | $142,382-67.1% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.3%-13.6pp | 80.1%-11.4pp |
| Annual return | 17.99% | 70.24%-52.2pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,800 | $4,961-3.2% | $4,693+2.3% | $4,299+11.6% |
| Participant deferral / active EE | $12,722 | $8,310+53.1% | $7,997+59.1% | $6,507+95.5% |
| Admin fee / account holder | $8,692 | $14,846-41.5% | $13,435-35.3% | $12,624-31.1% |